Long term bull case intact
$AMD 20260821 370.0 CALL$
Even with current pricing on AMD, any purchase with 2-3years timeline, will still grant you 200% gain.
Look into the agreement between OpenAi and AMD, the warranty only start after the 1st Gigawatts deployment And it ends with AMD share at 600.
Meaning if you going to buy now, you gonna have blessing from OpenAi to make sure AMD last at 600 in few years time. Don't worry About OpenAi diluting our share. OpenAI need to make sure AMD grow to 1T market.
600 is on the table. Buy AMD on any dip if you are long term investor and believer in AI revolution


Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.
Comments